MH
Matthew Heller Portfolio
Invests via Willner & Heller LLC | Managed by Matthew D. Heller, Kenneth L. Willner
Invests via Willner & Heller LLC
Managed by Matthew D. Heller, Kenneth L. Willner
Automatically Tracked
Matthew Heller Profile
Matthew Heller is an accomplished investor-operator with extensive experience in corporate finance and strategic management. He has a strong background in identifying growth opportunities across various sectors, showcasing his ability to drive organizational success. With a proven track record of leadership within both public and private companies, he excels at leveraging industry insights to foster innovation and operational efficiency. His keen understanding of market dynamics positions him as a valuable asset in the evolving landscape of investments and business development.
Matthew Heller is an accomplished investor-operator with extensive experience in corporate finance and strategic management. He has a strong background in identifying growth opportunities across various sectors, showcasing his ability to drive organizational success. With a proven track record of leadership within both public and private companies, he excels at leveraging industry insights to foster innovation and operational efficiency. His keen understanding of market dynamics positions him as a valuable asset in the evolving landscape of investments and business development.
Investment Philosophy & Strategy
A keen eye for growth dynamics distinguishes Matthew Heller in the competitive investment landscape. His entrepreneurial spirit and operational acumen inform his approach to capital allocation, allowing him to unearth promising ventures that align with market trends. By synthesizing insights from diverse sectors, he prioritizes innovative solutions that enhance efficiency and foster sustainable returns. Emphasizing hands-on engagement in decision-making processes, he cultivates a portfolio characterized by adaptability and resilience amid evolving business climates.
A keen eye for growth dynamics distinguishes Matthew Heller in the competitive investment landscape. His entrepreneurial spirit and operational acumen inform his approach to capital allocation, allowing him to unearth promising ventures that align with market trends. By synthesizing insights from diverse sectors, he prioritizes innovative solutions that enhance efficiency and foster sustainable returns. Emphasizing hands-on engagement in decision-making processes, he cultivates a portfolio characterized by adaptability and resilience amid evolving business climates.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
55.76%
Gain +2.27%
Monthly
0.7%
Yearly
8.78%
Drawdown
15.86%
$158.12M
Equity
Holdings
$158.12M
Investment
$98.87M
$61.48M
Profit +$4.27M
Realized
$2.24M
Unrealized
$59.24M
Dividends
$5.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.27%
Profit
$4.27M
Win %
82%
This Week
Compared To Last Week
Gain
-1.44%
Profit
-$2.31M
Win %
82%
This Month
Compared to last month
Gain
-0.82%
Profit
-$1.31M
Win %
82%
This Year
Compared to last year
Gain
7.76%
Profit
$12.16M
Win %
81%
LRCX Lam Research Corporation
+12.79%
+$426,437.45 
ARM Arm Holdings plc American Depositary Receipt
+11.67%
+$445,378.32 
AMAT Applied Materials, Inc.
+11.35%
+$307,092.01 
MU Micron Technology, Inc.
+11%
+$112,993.92 
ASML ASML Holding N.V. New York Registry Shares
+9.5%
+$158,441.46 
AIS VistaShares Artificial Intelligence Supercycle ETF
+8.47%
+$38,151.4 
SOXX iShares Semiconductor ETF
+8.36%
+$61,268.49 
AMD Advanced Micro Devices, Inc.
+8.13%
+$370,200.46 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$77,395.8 
NXPI NXP Semiconductors N.V.
+6.03%
+$28,481.19 
FDX FedEx Corporation
+5.83%
+$20,553 
CGNX Cognex Corporation
+5.74%
+$14,453.93 
VRT Vertiv Holdings Co
+5.49%
+$43,362.37 
SYNA Synaptics Incorporated
+5.44%
+$29,371.9 
GDX VanEck Gold Miners ETF
+5.41%
+$14,212.38 
GD General Dynamics Corporation
+5.39%
+$37,144.13 
AMGN Amgen Inc.
+5.31%
+$39,643.21 
RPG Invesco S&P 500 Pure Growth ETF
+5.2%
+$36,762.66 
THC Tenet Healthcare Corporation
+5.08%
+$10,091.87 
GEV GE Vernova Inc.
+4.87%
+$11,981.95 
RSHO Tema American Reshoring ETF
+4.62%
+$11,747.57 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+4.56%
+$12,304.38 
LMT Lockheed Martin Corporation
+4.41%
+$22,882.06 
EME EMCOR Group, Inc.
+4.36%
+$15,363.36 
IDMO Invesco S&P International Developed Momentum ETF
+4.33%
+$15,569.75 
FTNT Fortinet Inc.
+4.27%
+$59,833.7 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.26%
+$32,661.35 
FPX First Trust US Equity Opportunities ETF
+4.21%
+$10,231.78 
AIQ Global X Artificial Intelligence & Technology ETF
+4.15%
+$27,236.59 
FAD First Trust Multi Cap Growth Fund
+3.96%
+$46,869.06 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$15,194.26 
GILD Gilead Sciences Inc.
+3.77%
+$23,348.84 
RTX RTX Corporation
+3.69%
+$7,093.65 
FYC First Trust Small Cap Growth Fund
+3.62%
+$37,835.79 
AVGO Broadcom Inc.
+3.61%
+$83,499.24 
JSML Janus Henderson Small Cap Growth Alpha Fund
+3.57%
+$43,450.3 
IWO iShares Russell 2000 Growth ETF
+3.56%
+$18,926.43 
WCMI First Trust WCM International Equity ETF
+3.5%
+$20,953.4 
IYW iShares U.S. Technology ETF
+3.39%
+$51,790.26 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
+3.38%
+$24,951.48 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$64,290.64 
PAVE Global X U.S. Infrastructure Development ETF
+3.29%
+$31,092.88 
SBUX Starbucks Corporation
+3.28%
+$11,644.56 
VBK Vanguard Small-Cap Growth ETF
+3.24%
+$41,313.06 
EFA iShares MSCI EAFE ETF
+3.15%
+$9,881.01 
GS The Goldman Sachs Group, Inc.
+3.07%
+$71,301.73 
IJT iShares S&P Small-Cap 600 Growth ETF
+3.02%
+$43,988.04 
SLYG SPDR S&P 600 Small Cap Growth ETF
+2.96%
+$42,333.34 
LHX L3Harris Technologies, Inc.
+2.95%
+$8,189.25 
PH Parker-Hannifin Corporation
+2.92%
+$8,291.16 
TEL TE Connectivity plc
+2.89%
+$6,383.49 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+2.88%
+$21,295.1 
IBIT iShares Bitcoin Trust
+2.81%
+$8,654.19 
RDVY First Trust Rising Dividend Achievers ETF
+2.78%
+$142,672.69 
IWP iShares Russell Mid-Cap Growth ETF
+2.69%
+$43,460.8 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+2.65%
+$9,278.25 
VOT Vanguard Mid-Cap Growth ETF
+2.65%
+$15,146.8 
MS Morgan Stanley
+2.62%
+$24,146.1 
RWK Invesco S&P Midcap 400 Revenue ETF
+2.58%
+$13,713.05 
IJH iShares Core S&P Mid-Cap ETF
+2.42%
+$28,335.09 
NVDA NVIDIA Corporation
+2.42%
+$215,805.6 
PEXL Pacer US Export Leaders ETF
+2.41%
+$7,827.63 
CSX CSX Corporation
+2.37%
+$10,590.8 
ISRA VanEck Israel ETF
+2.37%
+$6,443.17 
HD The Home Depot, Inc.
+2.36%
+$14,212.78 
IJR iShares Core S&P Small-Cap ETF
+2.35%
+$11,314.23 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$22,704.6 
CSCO Cisco Systems, Inc.
+2.34%
+$13,010.4 
LLY Eli Lilly and Company
+2.31%
+$23,880.4 
CAH Cardinal Health Inc.
+2.31%
+$6,325 
VOOG Vanguard S&P 500 Growth ETF
+2.3%
+$7,381.91 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.29%
+$21,334.14 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$9,663.78 
LOW Lowe's Companies Inc.
+2.18%
+$7,575.6 
MLM Martin Marietta Materials, Inc.
+2.17%
+$10,111.12 
IWS iShares Russell Mid-Cap Value ETF
+2.03%
+$13,047.44 
XMHQ Invesco S&P MidCap Quality ETF
+2%
+$7,623.46 
IWD iShares Russell 1000 Value ETF
+1.99%
+$9,760.28 
MGK Vanguard Mega Cap Growth ETF
+1.95%
+$37,682 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.95%
+$7,305.84 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$17,564.06 
CEG Constellation Energy Corporation
+1.92%
+$8,434.6 
BKNG Booking Holdings Inc.
+1.87%
+$3,900 
IJS iShares S&P Small-Cap 600 Value ETF
+1.79%
+$6,416.87 
VUG Vanguard Growth ETF
+1.76%
+$17,717.7 
VOO Vanguard S&P 500 ETF
+1.76%
+$8,263.77 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.75%
+$6,541.2 
IVV iShares Core S&P 500 ETF
+1.75%
+$11,202.42 
AXP American Express Company
+1.7%
+$4,146.74 
RAAX VanEck Real Assets ETF
+1.67%
+$5,091.9 
IWF iShares Russell 1000 Growth ETF
+1.66%
+$77,486.46 
DFAT Dimensional US Targeted Value ETF
+1.66%
+$21,133.28 
MRK Merck & Co., Inc.
+1.62%
+$14,771.82 
SPYI NEOS S&P 500 High Income ETF
+1.62%
+$4,019.66 
REGN Regeneron Pharmaceuticals, Inc.
+1.6%
+$2,985.6 
BALI iShares Adaptive Large Cap ETF
+1.59%
+$3,802.57 
MELI MercadoLibre, Inc.
+1.54%
+$4,709.76 
BX Blackstone Inc.
+1.54%
+$9,411.52 
VUSE Vident U.S. Equity Strategy ETF
+1.52%
+$14,685.11 
DON WisdomTree U.S. MidCap Dividend Fund
+1.51%
+$3,276.54 
TSCO Tractor Supply Company
+1.45%
+$3,158.16 
QWLD SPDR MSCI World StrategicFactors ETF
+1.42%
+$6,359.12 
AMZN Amazon.com Inc
+1.37%
+$45,100.25 
JPM JPMorgan Chase & Co.
+1.35%
+$23,824.26 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$12,722.04 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+1.32%
+$9,355.5 
YUM Yum! Brands, Inc.
+1.27%
+$4,126.08 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$6,780.18 
VOE Vanguard Mid-Cap Value ETF
+1.25%
+$13,306.68 
WTV WisdomTree U.S. Value Fund
+1.17%
+$5,564.76 
AAPL Apple Inc.
+1.14%
+$64,308.96 
CZA Invesco Zacks Mid-Cap ETF
+1.03%
+$7,123.84 
BAC Bank of America Corporation
+0.95%
+$3,128.32 
MCD McDonald's Corporation
+0.92%
+$4,329.02 
CTAS Cintas Corporation
+0.87%
+$4,119.71 
UTHR United Therapeutics Corporation
+0.72%
+$1,680.58 
CATY Cathay General Bancorp
+0.7%
+$17,418.79 
GOOG Alphabet Inc
+0.64%
+$4,083.79 
ABT Abbott Laboratories
+0.62%
+$3,397.9 
PWV Invesco Large Cap Value ETF
+0.62%
+$10,308.58 
BLK BlackRock, Inc.
+0.6%
+$1,769.28 
PLTR Palantir Technologies Inc.
+0.58%
+$8,671.49 
AUSF Global X Adaptive U.S. Factor ETF
+0.58%
+$1,604.84 
QLYS Qualys, Inc.
+0.56%
+$1,488 
FVD First Trust Value Line Dividend Index Fund
+0.47%
+$2,639.47 
WFC Wells Fargo & Company
+0.35%
+$1,488.57 
GOOGL Alphabet Inc
+0.33%
+$11,975.84 
ABBV AbbVie Inc.
+0.28%
+$3,717.76 
TRV The Travelers Companies, Inc.
+0.26%
+$921.6 
NTES NetEase, Inc. American Depositary Receipt
+0.23%
+$908.01 
ISRG Intuitive Surgical, Inc.
+0.21%
+$2,944.99 
JNJ Johnson & Johnson
+0.15%
+$502.45 
FTSM First Trust Enhanced Short Maturity Fund
+0.06%
+$1,348.74 
ANTM Anthem Inc
0%
$0 
EQT
0%
$0 
ORCL Oracle Corporation
-8.47%
-$51,239.28 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$27,167.3 
NOW ServiceNow, Inc.
-2.88%
-$29,896.18 
XOM Exxon Mobil Corporation
-2.7%
-$7,003.5 
ADP Automatic Data Processing Inc.
-2.3%
-$10,471.34 
CRM Salesforce Inc
-2.16%
-$7,523.91 
CVX Chevron Corporation
-2%
-$9,077.05 
MSFT Microsoft Corp.
-1.72%
-$62,781.27 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$8,239.72 
V Visa Inc. Class A
-0.99%
-$12,412.25 
KO The Coca-Cola Company
-0.97%
-$3,129.03 
ICE Intercontinental Exchange, Inc.
-0.91%
-$4,629.76 
NFLX Netflix, Inc.
-0.89%
-$3,724.46 
COST Costco Wholesale Corporation
-0.83%
-$5,246.19 
PFN PIMCO Income Strategy Fund II
-0.59%
-$440.44 
META Meta Platforms Inc Class A
-0.47%
-$3,701.67 
BBSI Barrett Business Services Inc.
-0.35%
-$4,548.36 
PG Procter & Gamble Co
-0.35%
-$2,724.82 
AXON Axon Enterprise, Inc.
-0.34%
-$1,968 
CI The Cigna Group
-0.33%
-$2,467.43 
MA Mastercard Incorporated
-0.32%
-$1,256.09 
T AT&T Inc.
-0.3%
-$1,707.09 
WMT Walmart Inc.
-0.23%
-$2,383.08 
EW Edwards Lifesciences Corporation
-0.16%
-$369.6 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$293.82 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$189.96 Events
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Dividends
Dividend Analysis
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| Trades 2041 | Longs Won 1398/2041 68% | Profit Factor 7.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $159,979.02 |
| Average Win $50,395.22 | Best Trade (Jun 11) $3.08M | Sharpe Ratio -9.95 |
| Average Loss -$13,952.71 | Worst Trade (Dec 30) -$293,861.82 | Z-Score 23.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 2d | Expectancy $30,122.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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